+2.1%
SLB vs AEE
+49.6%
-47.4%
-46.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AEE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +0.1% | +0.1% | +0.2% |
| 7D | +0.8% | +0.3% | +0.5% | +0.8% |
| 30D | +15.8% | -2.3% | +18.1% | +16.1% |
| 3M | -0.3% | +0.2% | -0.6% | -0.5% |
| 6M | +21.3% | -4.7% | +26.1% | +22.0% |
| YTD | +52.3% | +8.1% | +44.2% | +50.6% |
| 1Y | +63.6% | +8.5% | +55.1% | +61.4% |
| All | +2.1% | +49.6% | -47.4% | -1.9% |
Cumulative growth
Daily Returns
Daily percentage return beside AEE.
Daily Out/Under-Performance
Portfolio return minus AEE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AEE return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 3y: compounded portfolio wealth divided by compounded AEE wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
3y analysis · Full analysis span regression · 6 months rolling